You can change your account information in the Client Portal. This includes your personal information, billing information, and payment methods. To change any of your account information, follow the steps outlined below:
- Login to your Client Portal.
- Under Hello, YOURNAME (located in the top right corner) menu click on “Edit Account Details”.
- Using the tabs located on this page, enter and change any of the information that you wish to modify.
- Once you have completed the changes to your account, click on the “Save Changes” button located on the bottom of the page.